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XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Grow my money11y track recordRanked #369 of 3,055 in this goal

Tracks the price and yield performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index.

By WisdomTree · Launched 2014

Annual Cost

0.32%

#1,520 of 6,040 · low cost

Fund Size

$2.1B

#763 of 6,040 · large

Return (1Y)

+27.5%

Track Record

11 years

#1,247 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,702+17.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

WisdomTree Emerging Markets ex-State-Owned Enterprises Index

Holdings

By weight

Concentration

Top 10 holdings = 32.0% of funddiversified

Taiwan Semiconductor Manufacturing Co., Ltd.
12.1%
Samsung Electronics Co Ltd.
5.1%
TENCENT HOLDINGS LTD
3.6%
ALIBABA GROUP HOLDING LTD
2.8%
SK Hynix Inc.
2.6%
AL Rajhi Bank
1.5%
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
1.3%
Reliance Industries Ltd.
1.1%
HDFC Bank Ltd.
1.0%
Mercadolibre Inc
0.9%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
41.4%
Financial Services
15.6%
Consumer Cyclical
11.6%
Industrials
8.1%
Communication
6.2%
Basic Materials
5.1%
Healthcare
4.5%
Consumer Defensive
3.6%
Other
3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
25.1%High

Year-on-year price swings

Max drawdown
-45.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index.
Strategy
Employs a passive management approach to track the WisdomTree Emerging Markets ex-State-Owned Enterprises Index, investing in common stocks in emerging markets excluding state-owned enterprises. Significant sector exposure includes Information Technology, Financials, and Consumer Discretionary, with a focus on companies in countries like India, Taiwan, and China.
Inception date
December 10, 2014
Fund family
WisdomTree

Next steps

Save XSOE to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18